Sales and Operations Planning Toolkit

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Ensure your organization gathers aftermarket demand, forecasts, and sales and operations planning data and analyzes information to develop a valid production plan and achievable master schedule for the facility.

More Uses of the Sales and Operations Planning Toolkit:

  • Head: partner with supply chain and sales operations team to facilitate the executive sales and operations planning process.

  • Ensure your organization sales and operations planning performs.

  • Establish: partner with manufacturing facilities, transportation, sales and operations planning, among others, to ensure operational alignment and best practice sharing.

  • Initiate: monthly preparation of analysis supporting sales and operations planning process.

  • Engage in capacity management during sales and operations planning, master scheduling, materials requirements planning, and production activity control.

  • Secure that your organization supports the spares business through the sales and operations planning process.

  • Formulate: deep business process knowledge in sales and operations planning, sales forecasting and collaboration, inventory planning and optimization, and supply/replenishment planning.

  • Engage in capacity management during sales and operations planning, materials requirements planning, and production activity control.

  • Ensure your organization leads a broad range of complex supply chain processes, as inventory analysis and planning, demand planning, import/export operations, and sales and operations planning (SOP).

  • Hone forecast for use in sales and operations planning.


Save time, empower your teams and effectively upgrade your processes with access to this practical Sales and Operations Planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Sales and Operations Planning related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Sales and Operations Planning specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Sales and Operations Planning Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Sales and Operations Planning improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. How good is the simplex algorithm to solve a linear programming problem, what is its complexity, what kind of computing times it will take if the problem size increases and so on?

  2. How is the relationship between the operations manager and the sales staff different from the relationship between a project manager and the project team members?

  3. Why do executives, thought leaders, service providers and practitioners seem to worry about pennies when dollars are there for the taking?

  4. Do you have service systems in place so that your clients get the most phenomenal service experience ever, consistently every time?

  5. Have you considered taking sales and operations planning beyond supply chain to become demand driven and financially oriented?

  6. Does your distribution operations be easily scaled to match the requirements of a potentially volatile marketplace?

  7. Are there environmental factors likely to reduce the value of some or all of your current distribution operations?

  8. Have you ever seen companies that grow big fast only to discover that more money is going out than is coming in?

  9. Do you have the drive to revolutionize sales operations with marketing, social media, and innovative approaches?

  10. Which supply chain/procurement solutions would have the greatest impact in minimizing risk to your organization?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Sales and Operations Planning book in PDF containing 997 requirements, which criteria correspond to the criteria in...

Your Sales and Operations Planning self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Sales and Operations Planning Self-Assessment and Scorecard you will develop a clear picture of which Sales and Operations Planning areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Sales and Operations Planning Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Sales and Operations Planning projects with the 62 implementation resources:

  • 62 step-by-step Sales and Operations Planning Project Management Form Templates covering over 1500 Sales and Operations Planning project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Variance Analysis: Can the contractor substantiate work package and planning package budgets?

  2. Cost Management Plan: Is there a formal process for updating the Sales and Operations Planning project baseline?

  3. Quality Audit: Can your organization demonstrate exactly how and why results were achieved?

  4. Stakeholder Management Plan: Has a provision been made to reassess Sales and Operations Planning project risks at various Sales and Operations Planning project stages?

  5. Stakeholder Management Plan: Are the people assigned to the Sales and Operations Planning project sufficiently qualified?

  6. Source Selection Criteria: What past performance information should be requested?

  7. Probability and Impact Matrix: What will be the impact or consequence if the risk occurs?

  8. Roles and Responsibilities: Who is responsible for implementation activities and where will the functions, roles and responsibilities be defined?

  9. Responsibility Assignment Matrix: What do people write/say on status/Sales and Operations Planning project reports?

  10. Quality Audit: How does your organization know that its system for inducting new staff to maximize workplace contributions are appropriately effective and constructive?

Step-by-step and complete Sales and Operations Planning Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Sales and Operations Planning project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Sales and Operations Planning project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Sales and Operations Planning project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Sales and Operations Planning project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Sales and Operations Planning project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Sales and Operations Planning project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Sales and Operations Planning project with this in-depth Sales and Operations Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales and Operations Planning projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Sales and Operations Planning and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Sales and Operations Planning investments work better.

This Sales and Operations Planning All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.